The New Year is a great time to re-evaluate all of your insurance coverages.....

We want to make sure you're aware of the changes in key financial data for the 2020 tax year.
Below you'll find a short-version form of tax update changes from 2019 to 2020...as well as a more expansive, full-version of key financial data for the 2020 tax year. 

​With the value increases over the past several years, you may be facing possible tax implications if you sell your home. But there are ways to reduce, and even eliminate the tax hit on your home sale…..

For several years now, the government has been incentivizing the purchase of energy efficient and “clean” items. From solar on your home, to electric vehicles, you can reduce your tax liability with the purchase of these items. ​

Every year, Fannie Mae & Freddie Mac assess existing loan limits on conventional loans, to see if an increase is warranted due to rising home values. This can be a huge benefit for those who are acquiring home loans near these limits. See below for specifics and how this could impact you.....

2019 has sure flown by! We're on the cusp of another tax season, so we wanted to be sure to get you some planning moves before this year comes to a close.....

​​At age 70 ½, the IRS requires folks to begin distributing funds from tax-sheltered retirement funds. This plan forces many retirees to take RMD’s (Required Minimum Distributions) that result in a bump-up of taxable income, whether they need the funds or not. We have a possible solution.....

​At some point, most business owners come across the decision of whether they should incorporate or stay as a sole proprietor. Rental property owners also encounter this same question. Here are some things to consider…..

Can you afford to keep one parent home? We all know that having kids is not a decision you make because you want to improve your finances! By no means do kids add to your "bottom line" financially. In this article we give you several financial and non-financial considerations to ponder when making this major life choice.....

There are many strategies for retirement and investment planning. Below is a simple "hitlist" to consider when you're prioritizing which investments you'll go after first...you'll love the trick in #2!

The 2018 tax year was challenging for taxpayers and tax preparers, alike. It brought about a whole new look to the long-standing 1040 tax return form, cutting down the forms, but adding 6 new schedules in the process. Now, the IRS is looking to make another massive change. How does this affect you?

Everybody has heard about rates falling in the past few months. In fact, rates are near 3-year lows. But are they going lower? Should you wait to refinance?

401k's have long been the most utilized retirement account, and for good reason. The tax deferral and employer match make them very attractive. But are they the best retirement source for you? We give 4 reasons below to make you think again...

It's no secret that tax reform threw many folks for a loop on last year's taxes. Withholdings schedules changed as well, adding to the confusion.....

There has never been an easier time to remove mortgage insurance from your home loan, even for those who just acquired a mortgage insurance loan in the past year. Here's how we're making it simple for you.....​

If you've been thinking about installing solar on your home, you may want to do so prior to the end of 2019, as the tax credits are changing.....

If you’re self-employed, you may find that you’re so busy working to build your businesses, that you neglect retirement planning. But not having an employer 401k doesn’t mean there aren’t options to prepare for your future in retirement…..

There are numerous motives folks have for making a change to their existing home loan. Check out the list we've compiled below to see if any apply to you.....

In a previous article, we provided info on the Backdoor IRA, which is a technique to help higher earners contribute to Roth IRA’s. In this article, we referenced a way to get around the one limitation with Backdoor IRA’s…..

Roth IRA contributions are limited in eligibility based on your filing status and corresponding income. As a result, many folks don't believe they're allowed to contribute to Roth accounts. But there's a way around this limitation.....

Below is an extremely effective strategy for accomplishing major financial goals, and one that is easy to work into your budget.....

We frequently receive the question from married couples about whether they should file Joint or Separate on their taxes. So, what's the best filing status for you?

What next step should you take with surplus funds? This is an age old question that has been debated for years. Depending who you ask, you'll get a different answer. Our answer might surprise you.....